Hb Wealth Management, LLC Berkshire Hathaway Inc Class B Transaction History

Hb Wealth Management, LLC

$14.5 Billion
Q3 2025

A detailed history of Hb Wealth Management, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Hb Wealth Management, LLC holds 165,884 shares of BRK-B stock, worth $79.2 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares

165,884

Previous 135,338 22.57%

Holding current value

$79.2 Million

Previous $65.7 Million 26.85%

% of portfolio

0.57%

Previous 0.54%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$459.11 - $506.91 $14 Million - $15.5 Million	30,546 Added 22.57%	165,884 $83.4 Million
Q2 2025 Jul 17, 2025	SELL	$483.48 - $539.8 $13.5 Million - $15 Million	-27,835 Reduced 17.06%	135,338 $65.7 Million
Q1 2025 May 07, 2025	BUY	$442.66 - $534.52 $12.2 Million - $14.8 Million	27,671 Added 20.42%	163,173 $86.9 Million
Q4 2024 Jan 15, 2025	BUY	$442.29 - $483.08 $2.53 Million - $2.76 Million	5,712 Added 4.4%	135,502 $61.4 Million
Q3 2024 Oct 15, 2024	BUY	$405.19 - $478.57 $4.91 Million - $5.8 Million	12,127 Added 10.31%	129,790 $59.7 Million
Q2 2024 Jul 26, 2024	BUY	$396.73 - $420.24 $2.4 Million - $2.55 Million	6,062 Added 5.43%	117,663 $47.9 Million
Q1 2024 Apr 30, 2024	BUY	$359.29 - $420.52 $2.28 Million - $2.66 Million	6,333 Added 6.02%	111,601 $46.9 Million
Q4 2023 Jan 16, 2024	BUY	$331.71 - $362.68 $1.08 Million - $1.18 Million	3,245 Added 3.18%	105,268 $37.5 Million
Q3 2023 Oct 13, 2023	BUY	$340.9 - $370.48 $916,680 - $996,220	2,689 Added 2.71%	102,023 $35.7 Million
Q2 2023 Jul 13, 2023	BUY	$309.07 - $341.0 $1.87 Million - $2.06 Million	6,047 Added 6.48%	99,334 $33.9 Million
Q1 2023 Apr 13, 2023	BUY	$293.51 - $320.37 $1.01 Million - $1.1 Million	3,429 Added 3.82%	93,287 $28.8 Million
Q4 2022 Jan 20, 2023	BUY	$264.0 - $318.6 $1.42 Million - $1.72 Million	5,397 Added 6.39%	89,858 $0
Q3 2022 Oct 19, 2022	BUY	$264.32 - $306.65 $1.05 Million - $1.22 Million	3,988 Added 4.96%	84,461 $22.6 Million
Q2 2022 Jul 15, 2022	BUY	$267.52 - $353.1 $848,573 - $1.12 Million	3,172 Added 4.1%	80,473 $22 Million
Q1 2022 May 16, 2022	BUY	$300.79 - $359.57 $1.08 Million - $1.29 Million	3,596 Added 4.88%	77,301 $27.3 Million
Q4 2021 Feb 15, 2022	BUY	$273.64 - $300.17 $20.2 Million - $22.1 Million	73,705 New	73,705 $22 Million

Others Institutions Holding BRK-B

# of Institutions

5,071

Shares Held

881M

Call Options Held

17.4M

Put Options Held

13.1M

View Full List

About BERKSHIRE HATHAWAY INC - Class B

Ticker BRK-B
Exchange NYSE
Sector Financial Services
Industry Insurance—Diversified
Shares Outstandng 1,301,129,984
Market Cap $621B

More about BRK-B

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Hb Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hb Wealth Management, LLC with notifications on news.

Account

Hb Wealth Management, LLC Berkshire Hathaway Inc Class B Transaction History